In Buzzflow the term people is used to describe all your potential and existing customers. Every lead that is generated is entered into the CRM with the individuals name and when possible a company name.
To get to the people section click on the hamburger icon at the top left corner of your window and select people from the list.
The people section allows you to add all information pertaining to the individual and their place in their relevant company. (note: these fields are customizable)
- Work Contact
- Other Contact
When you click on an existing person, a window will show you all his details along with
- Related deals
Click here for instructions on how to add a new contact.